200 Ashford Center North, Suite 400
Atlanta, GA 30338
770.353.6354 phone | 770.353.6338 fax

Karen Cooke

Karen Cooke
Operations Manager

CLIENT VISION

Karen has been working as Operations and Human Resources Manager from the Consortium's inception.  Both advisors and their assistants are her direct clients. Her main objective is to assist the Managing Director, Don Patrick, in creating a professional and responsive environment for the advisors, their assistants and their clients.

AREAS OF EXPERTISE

  • Managing Office Operations & Procedures
  • Bookkeeping Responsibilities
  • Coordinating Human Resource and Payroll Functions
  • Books & Records Maintenance
  • Managing Virtual Assistant Program 

EDUCATION/CERTIFICATION

  • Diploma in Human Resource Development
  • Certificate in Office Administration
  • Certificates in Basic Annuities, Mutual Funds & Life Insurance Concepts

OUTSIDE THE OFFICE

Karen is actively involved in coordinating and participating in Prison, Nursing Home, Community Services and Seniors Ministries in her church. She likes to read, travel, study prophecies of the Bible, and take family vacations.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, GA, NC, PA, SC, TN, VA.
See more here.

Website Design For Financial Services Professionals | Copyright 2020 AdvisorWebsites.com. All rights reserved